Patrick Elliott Email

Senior Financial Planner . Uprise - Embedded Financial Advisory

San Francisco, CA

Location

p******@uprise.us

Primary Email

Current Roles

Employees:
18
Revenue:
$2.3M
About
Uprise is building the future of financial advisory and tax planning for small business owners. We partner with fintechs and financial institutions to private-brand and embed the offering, helping them build deeper relationships with small business owner customers, as well as drive immediate revenue and increased product utilization.\n\nWe’re backed by some of the country’s top VCs (Blank Ventures, TruStage, Exponent) as well as founders and senior execs from Gusto, SoFi, Stripe, and Robinhood, among others.
Uprise - Embedded Financial Advisory Address

San Francisco, CA
United States
Uprise - Embedded Financial Advisory Email

Past Companies

Mariner Wealth AdvisorsSenior Wealth Advisor
Facet WealthSenior Lead Planner
FacetLead Planner